RFM
UBSI icon

Royal Fund Management’s United Bankshares UBSI Stock Holding History

Royal Fund Management’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-24
Closed – – 521
2017
Q2 		$0 Sell
24
-34
-59% -$1.35K ﹤0.01% 513
2017
Q1 		$2K Buy
+58
New +$2.56K ﹤0.01% 372

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Fund Management's UBSI Position: Q3 2017 in Review

Royal Fund Management sold out of United Bankshares (UBSI) in Q3 2017, closing a stake of 24 shares.

Royal Fund Management first reported a position in UBSI in Q1 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 231 funds tracked by Wall St. Rank hold UBSI as of Q3 2017.

  • Royal Fund Management reported no remaining United Bankshares position as of Q3 2017 after selling out during the quarter.
  • Royal Fund Management sold 24 United Bankshares shares in Q3 2017.
  • Royal Fund Management first reported a position in United Bankshares in Q1 2017 and held it in 2 quarters.
  • Royal Fund Management's United Bankshares position peaked at $2K in Q1 2017.
  • 231 funds tracked by Wall St. Rank held United Bankshares as of Q3 2017.

Based on Royal Fund Management's 13F filing for Q3 2017, filed 7 May 2020.